Case Study: Cape Capital achieves centralized investment management and streamlined reporting with Dynamo Software

How Cape Capital improves collaboration and adds structure to its processes with Dynamo

Cape Capital, a Zurich-based wealth and investment management firm serving families, individuals, and institutions, struggled as it grew: investment data was scattered across shared drives, Outlook, Excel and team members’ heads, leaving no single source of truth. That fragmentation made reporting manual and time-consuming, hindered collaboration as the team expanded, and provided no systematic way to monitor the deal pipeline.

The firm implemented Dynamo’s cloud CRM to centralize GP and LP data, connect Outlook, store documents, and provide configurable fields, dashboards and an investor portal. As a result, all deal and transaction information now lives in one place, reporting and valuations are faster and more transparent, the pipeline is systematically tracked, and information flows reliably between the investment team and back office—reducing errors and saving time.

Cape Capital

Michael Kraus

Operations Specialist